证券日报网讯南极光（300940）8月20日在互动平台回答投资者提问时表示，公司深圳厂区(月产能200 万+片)与江西万载厂区(月产能500万+片)共同构成了超700万片/月的规模化产能，其中万载厂区建筑面 积约5.67万平方米，具备快速扩充产能的能力。该产能可有效支持包括任天堂Switch2在内的核心客户 订单及现有订单需求。公司具备高效的产能调节和快速爬坡能力，能灵活响应突发性增量需求。作为任 天堂Switch2背光源独供厂商，公司通过持续的技术迭代，精准满足终端客户对显示性能与交付效率的 严苛需求。 ...

证券日报网讯南极光（300940）8月20日在互动平台回答投资者提问时表示，南极光通过"供应链深度整 合+制程技术壁垒+精益运营"铁三角构建了强成本控制能力。在Switch2放量阶段，单位成本可随规模提 升实现阶梯式下降，为毛利同步增长提供确定性支撑。 ...

Summary of Key Points Core Viewpoint - As of August 19, 2025, 663 companies have released their semi-annual reports, with 432 reporting a year-on-year increase in net profit, while 231 reported a decline. Additionally, 440 companies saw an increase in operating revenue, and 223 experienced a decrease. A total of 355 companies reported simultaneous growth in both net profit and operating revenue, while 146 companies saw declines in both metrics. Notably, 111 companies achieved a net profit growth rate exceeding 100%, with Zhimingda leading at an impressive 2147.93% increase [1]. Company Performance - Zhimingda (688636) reported earnings per share of 0.2284, with a net profit of 38.30 million and a year-on-year increase of 2147.93%. Its operating revenue reached 294.76 million, reflecting an 84.83% increase [1]. - Rongzhirixin (688768) achieved a net profit of 14.24 million, marking a 2063.42% increase, with operating revenue of 25.63 million, up 16.55% [1]. - Shijia Guangzi (688313) reported a net profit of 216.65 million, a 1712.00% increase, and operating revenue of 992.63 million, up 121.12% [1]. - Aorui De (600666) had a net profit of 6.14 million, a 1263.22% increase, with operating revenue of 21.94 million, up 10.12% [1]. - Huile B (900939) reported a net profit of 4.21 million, a 1222.72% increase, with operating revenue of 0.76 million, slightly down by 0.11% [1]. Revenue and Profit Trends - The overall trend indicates a significant number of companies are experiencing substantial growth in both net profit and operating revenue, with a notable concentration of high growth rates among specific firms [1][2]. - Companies like Nanjiguang (300940) and Hongjing Technology (301396) also reported impressive growth rates in net profit of 982.43% and 725.73%, respectively, indicating a robust performance across various sectors [1][2].

每经AI快讯，有投资者在投资者互动平台提问：目前任天堂大卖，公司预计未来销售情况如何？对公 司业绩影响如何？ 南极光（300940.SZ）8月18日在投资者互动平台表示，目前公司任天堂订单上升明显并持续放量，该业 务是公司重点项目，对公司的战略发展及业绩形成积极作用。另外，二级市场股价波动受市场环境、行 业估值及短期资金行为等多重因素影响，请投资者注意投资风险，谢谢关注。 （文章来源：每日经济新闻） ...

Group 1: Market Overview - The A-share market is currently active, with brokerage analysts conducting extensive research on listed companies as half-year reports are being disclosed [1][2] - A total of 162 companies have been researched by brokerages since August, covering popular sectors such as electronics, pharmaceuticals, machinery, and power equipment [1][2] Group 2: Sector Focus - The electronics, machinery, and pharmaceutical sectors are the most researched, with 22, 20, and 21 companies respectively [2] - The pet sector, particularly Zhongchong Co., Ltd. (002891), has attracted the most attention, with 61 brokerages participating in its recent performance briefing [2][3] Group 3: Company Highlights - Zhongchong Co., Ltd. has established over 22 modern production bases globally and is expanding its projects in various countries, including the US and Canada [3] - Ninebot Inc. has garnered interest from 47 brokerages, focusing on its electric two-wheeler profit margins and the development of its intelligent ecosystem [3] - Jerry Holdings (002353) has been researched by 41 brokerages, with a focus on its business structure and overseas market development [3] Group 4: Pharmaceutical Sector Insights - The pharmaceutical sector has seen significant interest, with over 65 research reports published in August, including 10 deep-dive reports [4] - Companies like Jiuzhou Pharmaceutical (603456) and Sanxin Medical (300453) have been actively researched, with Jiuzhou reporting a net profit of 526 million yuan, a 10.7% increase year-on-year [4][5] - Bo Rui Pharmaceutical has seen its stock price rise over 277% this year, with plans to expand its product offerings globally [5] Group 5: Rating Adjustments - Brokerages have upgraded the ratings of seven companies since August, including Aisheng Co., Ltd. (600732) and Huaneng International (600011) [6] - Huaneng International reported a net profit of 9.262 billion yuan, a 24.26% increase, prompting an upgrade to "buy" rating [6] - One stock, Fuling Pickles (002507), was downgraded from "buy" to "hold" due to slower sales recovery and increased cost pressures [6]

证券代码：300940 证券简称：南极光 公告编号：2025-041 深圳市南极光电子科技股份有限公司 关于控股股东、实际控制人之一部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、本次股份质押基本情况 深圳市南极光电子科技股份有限公司（以下简称"公司"）于近日接到公司 控股股东、实际控制人之一潘连兴先生函告，获悉潘连兴先生将其所持有的公司 部分股份办理了质押业务，具体情况如下： 公司将持续关注股东股份质押的后续进展情况，并按规定及时做好相关信息 披露工作，敬请投资者注意投资风险。 三、备查文件 注：上表所述限售股不包含高管锁定股。 本次质押股份不存在负担重大资产重组等业绩补偿义务。 （二）股东股份累计质押情况 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次质押 股份数量 （股） 占其所持 股份比例 占公司 总股本 比例 是否 为限 售股 是否 为补 充质 押 质押起 始日 质押到 期日 质权人 质押 用途 潘连兴 是 2,800,000 7.18% 1.26% 否 否 2025 年 8 月 13 日 办理解 除质押 登 ...

根据市场公开信息及8月13日披露的机构调研信息，知名私募私享基金近期对1家上市公司进行了调研， 相关名单如下： 1）南极光 （深圳私享基金参与公司特定对象调研） 机构简介： 私享基金于2014年5月7日注册于深圳前海，总部位于福州，实收注册资本1000万元人民币，是根据《证 券投资基金法》和《私募投资基金监督管理暂行办法》规定，依法成立的专业私募基金管理公司。2014 年8月21日，中国证券投资基金业协会授予基金管理人资格（协会备案编号：P1004423），公司正式成 为开展私募证券投资基金业务的金融机构。 私享基金，坚持价值投资守正，交易与杠杆策略出奇，专 注于优秀上市公司长期股权投资，持续为客户创造价值！开创了"私享系列基金"、"企业定制基 金"与"家族定制基金"三个品牌系列产品。 公司目前共发行了74只私募产品，管理规模近20亿。2017年 获得金长江奖，Wind最强私募奖，2018年在兴业证券金麒麟杯名列半年度第二，私募排排网"近一年股 票策略私募公司（10亿≤规模＜20亿）十强榜单"第五名（2019年6月），私募排排网"近三年股票策略私 募公司（10亿≤规模＜20亿）十强榜单"第四名（2019年6月 ...

Core Viewpoint - The company, Nanji Guang, has shown significant growth in revenue and profitability, driven by its role as a key supplier for the Nintendo Switch 2 backlight module, despite experiencing a slight decline in stock price recently [1] Financial Performance - The company reported a revenue increase of 244.67% year-on-year, reaching 398 million yuan [1] - The net profit attributable to shareholders was 72.89 million yuan, marking a turnaround from previous losses [1] Market Activity - The stock price closed at 27.81 yuan, down 0.15 yuan from the previous trading day, with a trading volume of 253 million yuan [1] - The stock experienced a trading range of 3.25%, with a high of 28.19 yuan and a low of 27.28 yuan [1] Institutional Engagement - From August 12 to 13, the company hosted several institutional investors, including Hongwei Chuangshi, to discuss its technological advantages as the sole supplier of backlight sources for the Nintendo Switch 2 [1] Technological Advancements - The company has achieved a 0.3X millimeter ultra-thin light guide plate technology, which reduces power consumption by 25% and meets the 6000 micro-drop test standards [1] Production Capacity - The Shenzhen and Jiangxi production bases are responsible for international order fulfillment and capacity assurance, respectively [1] Market Sentiment - The main funds saw a net outflow of 21.24 million yuan on the day, with a cumulative net outflow of 137 million yuan over the past five days [1] - The current price-to-earnings ratio stands at 42.47 times, and the price-to-book ratio is 5.37 times [1]

Group 1: Company Overview and Technology Advantages - The company is the exclusive supplier of backlight sources for the Switch 2, leveraging advanced self-developed backlight module technology to meet Nintendo's stringent requirements for ultra-thin light guide plates, achieving a 25% reduction in power consumption and passing 6000 micro-drop tests [3] - The company's competitive edge stems from a combination of "technological leadership" and "manufacturing cost advantages," allowing it to stand out among global suppliers [3] Group 2: Production and Supply Chain Strategy - Orders for the Switch 2 are prioritized at the Shenzhen facility due to its location advantages, which reduce international delivery times by 3-5 days compared to inland factories [3] - The company has established a dual assurance system with over 5 million units per month production capacity at the Jiangxi facility, ensuring a 100% order fulfillment rate [3] Group 3: Growth Potential and Market Focus - Beyond the Switch 2 project, the company is focusing on high-value niche markets, including gaming hardware, high-performance laptops, and automotive displays, aiming to build a high-margin product portfolio [4] - The company is actively expanding its global footprint and seeking partnerships with international leading clients to drive business growth [4] Group 4: Financial Performance - In the first half of 2025, the company reported a revenue of 397.51 million yuan, a year-on-year increase of 244.67% [4] - The net profit attributable to shareholders reached 72.89 million yuan, marking a turnaround with a growth of 982.43% compared to the previous year [4]

| 002549 | 凯美特 | 0.0803 | 5584.61 | 199.82 | 31036.16 | 10.52 | | --- | --- | --- | --- | --- | --- | --- | | | 气 | | | | | | | 600768 | 宁波富 | 0.0700 | 967.97 | 194.15 | 53647.40 | 14.22 | | | 邦 | | | | | | | 300489 | 光智科 技 | 0.1743 | 2399.88 | 167.77 | 101975.75 | 78.20 | | 301232 | 飞沃科 | 0.4200 | 3153.74 | 164.56 | 116530.27 | 81.42 | | | 技 | | | | | | | 300647 | 超频三 | 0.0247 | 1130.85 | 163.01 | 47436.61 | 18.47 | | 600178 | 东安动 | 0.0167 | 392.12 | 157.75 | 247911.47 | 25.72 | | | 力 | | | | | | | 600633 ...